Flexible, Fixed-fee financial planning
A fair and transparent approach
I believe that financial planning should be straightforward and fair. That’s why I offer unbiased advice at a fixed, transparent fee.
Why fixed-fee?
Investing is about growing your wealth, not paying more as your portfolio increases. Yet, the traditional wealth management model charges a percentage of your assets, meaning the more you invest, the more you pay, even if the service remains the same.
At Time2Plan, we take a different approach. We believe quality financial guidance should be fair and accessible—regardless of how much you’ve saved. No one should pay ten times more for the same advice just because they’ve built more wealth. Our fee is always disclosed upfront, and reflects the work we do for you—not the size of your portfolio.
Get advice that puts you in control.
If you prefer to manage your own finances but want clarity and direction around major life events or reassurance that you’re on the right track, we’re here to help.
Our goal is to give you confidence and peace of mind about your financial future, that’s why in our consultations, we don’t just address your immediate concerns, we share resources and tools to help you make sound ongoing financial decisions.
We do not lock you into long-term contracts or seek control over your investments—just clear, straightforward advice when you need it.
Finding the right financial planner
Choosing a financial planner, much like selecting a physician or a confidant requires careful consideration. Fees matter, but expertise is paramount. Does this person have the specialized knowledge relevant to your financial needs? Financial planning is a broad field, and the guidance required by a recent graduate is vastly different from that needed by someone preparing for retirement or navigating complex life circumstances.
Take the time to understand their process. How much of their time will you actually receive? What level of access will you have for follow-up questions? Does their investment philosophy align with your own? Most importantly, will you receive clear, practical advice—or a maze of jargon disguised as insight?
Whomever you choose, you should feel confident and comfortable in the partnership—because financial planning isn’t just about numbers; it’s about your future, and it’s deeply personal.
Explore how we can help
Retiring comfortably takes planning and smart strategies to secure your financial future.
A strong investment strategy provides clarity and direction—we’ll help tailor it to your goals.
Divorce or loss is tough. With experience and care, we help you find clarity and confidence.
Death, taxes, and uncertainty are inevitable—but with the right strategy, you can control their impact.